12/19/2019
BlackRock in Talks to Cancel Option to Take Over iCapital Network
BlackRock would stay on as the financial-technology firm’s largest minority shareholder
Alternative Investments
12/18/2019
Arthur J. Gallagher acquires SBW Employee Benefits
It also provides consulting advice on employee assistance plans and wellness programs.
12/18/2019
CalPERS approves new alternatives investment policy
There's been relatively few customized investment accounts over the last couple of year
12/18/2019
Triton Pacific Affiliate Completes Acquisition of 117 Pizza Hut Restaurants in $80 Million Transaction
"This acquisition cements Triton Pacific's place as one of the leading private equity firms in the QSR industry and positions us for further expansion in the space."
12/18/2019
Chubb Introduces First-of-Its-Kind Financial Institution Fidelity Bond to Address Unique Risks Faced by Asset Managers
New financial fidelity insurance solution provides modernized coverage for a range of risks related to loss of customer capital
12/13/2019
West Michigan financial advisers named among ‘fastest growing’ in US
The unranked list was compiled by measuring percentage revenue growth over the previous three years.
12/12/2019
Nomura Buys Boutique Investment Bank in Bet on Greener Deals
The Tokyo-based firm unveiled plans earlier this year to boost its advisory business for companies in markets including the U.S., while cutting expenses in areas such as securities trading.
12/12/2019
Bridgewater ready to accept funds from Japanese investors: CIO
Bob Prince says US recession is unlikely in the short term
12/11/2019
Ultimus Named 2019 Best Multi-Series Trust Provider by Fund Intelligence
Advisers benefit from series trust model efficiencies
12/10/2019
Chubb Makes Equity Investment in African Trade Insurance Agency
ATI supports trade and investment in African member states by providing comprehensive risk solutions, such as political risk and credit insurance products.
12/10/2019
Brandywine Global Receives Its 5th Pensions & Investments Best Places to Work in Money Management Award
Pensions & Investments partnered with Best Companies Group, an independent research firm specializing in identifying great places to work, to conduct a two-part survey process of employers and their employees.
12/10/2019
Boathouse Capital acquires Fresh Dining Concepts
In addition to its Auntie Anne’s operations, the Company also operates several Cinnabon and Carvel stores.
12/10/2019
Wells Fargo Advisors Offers Zero Commission Investing Opportunity
WellsTrade® commissions drop on self-directed stock and ETF trades
12/09/2019
Leading US university endowments struggle to beat tracker funds
Decade-long study raises questions about private equity investments
12/06/2019
Five Star launches hedge fund targeting Las Vegas wealthy
The fund is multi-strategy and built with the “late innings” of the economic cycle in mind, targeting high, stable returns through all market gyrations.
12/06/2019
Cambridge Bancorp and Wellesley Bancorp to Merge
We are pleased to announce the strategic combination of Cambridge Trust and Wellesley Bank
12/05/2019
Hamilton Lane closes second Brazil-focused fund
The alternative investment management firm raised almost $60m for the new pool of capital
12/05/2019
Arthur J. Gallagher & Co. Acquires Blueleaf Consulting
Blueleaf Consulting strengthens our financial wellbeing consulting expertise, and the team's strong corporate and individual client relationships also present excellent cross-selling opportunities
12/04/2019
Chicago Municipal Employees picks 2 for global low-volatility equities
As of Aug. 31, the actual allocations to domestic equities and international equities were 25.4% and 20.5%, respectively; their respective targets are 26% and 22%.
12/04/2019
Pacific Northwest Marine Team Joins Arthur J. Gallagher & Co.
Led by Graham Gardner, the team will operate from offices in Seattle and Newport, Oregon, under the direction of Jim Buckley, head of Gallagher's Northwest region retail property/casualty brokerage operations.